Wealth Manager
5 days ago
Company Description
Investify Wealth Tech Ltd. is an Indian Financial Planning and Wealth Management company committed to remaining customer-centric in the competitive marketplace. With over 6 years of experience, we have aided numerous clients in achieving their financial goals. Our network of approximately 10 Financial Experts employs a personalized approach to help clients plan for a fulfilling life. We believe effective resource allocation and specialization provide value. Investify Wealth Tech Ltd. offers investment advisory products and services through its Financial Product Distribution Platforms.
Role Description
This is a full-time on-remote role for a Wealth Manager (Intern). Will be responsible for assisting clients with financial planning, managing investments, and providing insurance advice. The intern will work closely with senior financial experts to develop and implement personalized financial strategies for clients, analyze financial data, and monitor investment performance.
Qualifications
- Financial Planning skills
- Investment Management and Investment Skills
- Finance and Insurance knowledge
- Strong analytical and problem-solving skills
- Effective communication and interpersonal skills
- Ability to work collaboratively in a team environment
- Currently pursuing or recently graduated with a degree in Finance, Economics, or a related field
-
Wealth manager
2 days ago
Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 24,000 - ₹ 4,80,000 per yearLocation: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe.About the RoleWe are looking...
-
Wealth Manager( Mutual funds )
1 day ago
Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 24,000 - ₹ 40,000 per yearLocation: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to simplify...
-
Wealth Manager
2 weeks ago
Noida, Uttar Pradesh, India Bonanza Portfolio Full time ₹ 12,00,000 - ₹ 36,00,000 per yearWealth ManagerJob description:Will be responsible for acquiring preferred clients (HNI/Ultra HNI).To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clientsTo coordinate...
-
Wealth Manager(Mutual funds)
1 day ago
Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 80,00,000 - ₹ 1,50,00,000 per yearResponsibilities:* Manage HNI client portfolios through NISM compliance & PMS expertise.* Provide investment advice, financial planning & relationship management.* Acquire new HNIs, expand existing relationships.Mobile bill reimbursementsRetention bonusSales incentivesTravel allowanceHealth insuranceAnnual bonus
-
Sales Marketing Manager
1 day ago
Noida, Uttar Pradesh, India Wealth Clinic Full time ₹ 8,00,000 - ₹ 12,00,000 per year**Hello FolksJoin Our Team: Sales Marketing Manager - Real Estate**Unlock Your Sales Potential **We're seeking a driven Sales Manager to join our Real Estate teamJob Title: Assistant ManagerCompany: Wealth Clinic Pvt LtdLocation: Sector 132, NoidaJob Type: Full-timeExperience: Minimum 2 yearsAbout the Role:**New client acquisition and revenue growthConduct...
-
Senior Business Development Executive
2 weeks ago
Noida, Uttar Pradesh, India Wealth Clinic Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionWealth Clinic, established in 2012 by Amit Raheja and Sumit Raheja, is among the fastest-growing real estate consulting firms in the region, currently employing over 400 professionals. With a strong network of trusted developers, Wealth Clinic delivers consulting services across residential, office space, and retail sectors. Driven by a...
-
Assistant Sales Manager
2 weeks ago
Noida, Uttar Pradesh, India Wealth Clinic Pvt Full time ₹ 8,00,000 - ₹ 12,00,000 per yearAbout Wealth Clinic Pvt. Ltd.Wealth Clinic Pvt. Ltd. is a trusted name in the real estate consulting industry, offering premium residential and commercial property solutions. With a strong reputation for professionalism, transparency, and client satisfaction, we help customers make informed investment decisions while providing a rewarding career path for our...
-
Business Development Executive
7 days ago
Noida, Uttar Pradesh, India Equentis Wealth Advisory Full time ₹ 6,00,000 - ₹ 12,00,000 per yearTitle: Sales Wealth Counsellor (Pullback)Reports To: Senior Manager Renewals / PullbackSummarySales Wealth Counsellor (Pullback) is a person who is bestowed with the responsibility of wealth creation using disciplined ways of investing in equities of existing clients who have discontinued our services for some reason. She/he is responsible to interact with...
-
Quantitative Researcher
3 days ago
Noida, Uttar Pradesh, India Skyline Wealth Creation Full time ₹ 8,00,000 - ₹ 24,00,000 per yearCompany DescriptionSkyline Wealth Creation is an end-to-end service provider in algorithmic trading. We specialize in identifying quantitative factors relevant to the market through a disciplined and systematic approach. These factors undergo rigorous risk management before being implemented in the market. Our strategies are continuously refined to generate...
-
Wealth Management
1 day ago
Noida, Uttar Pradesh, India Optume Investments Private Limited Full time ₹ 48,000 - ₹ 60,000 per yearKey responsibilities:Intern - Wealth Management - Noida LocationKnowledge about Capital Market, Mutual Fund, Mergers and Acquisitions Advisory, and Financial Restructuring AdvisoryIdentify new investment trends and opportunitiesLearning about Equity, Capital Markets & Research relatedWork closely with Internal DepartmentsAssess the performance of Stocks,...